Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it? episode artwork

EPISODE · Aug 1, 2025 · 36 MIN

Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

from Rich Pickings: Fidelity's Asset Allocation Podcast · host Fidelity International

Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confessed AI sceptic) Dmitry Solomakhin, plus technology analyst Jonny Tseng, join Seb Morton-Clark to discuss their thinking around AI. Watch more from Jonny's research trip to Silicon Valley here. See omnystudio.com/listener for privacy information.

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Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

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This episode is 36 minutes long.

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This episode was published on August 1, 2025.

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Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confessed AI sceptic) Dmitry Solomakhin, plus...

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